Hunter Hopcroft
speaker
537 appearances
1 recordings
1 series
first heard Mar 2025
last heard Mar 2025
Hunter Hopcroft’s voice in public audio — every appearance, attributed to the second.
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Appearances
It's really built, can you originate enough attractive assets to meet your need?
And that's why being so focused.
And in fact, some might say maniacally,
focused on making sure we are building the right type of origination in volumes.
looking right places to be because that's our whole business is about quote delivering excess return per unit of risk, which is a phrase that Rowan evokes time and time again.
If you go back to that 2021 investor day with that massive deck and those six hours of presentation, one of the last presentations is Apollo's CFO.
And he basically says, here's how to think about the business now.
In Apollo's supplements, they break out their earnings now in fee-related earnings.
So this is things like asset management fees, this is your traditional alt manager business, spread related.
earnings.
This is that difference between their liabilities and what their assets are earning on this retirement services and insurance sleeve.
And then there's principal investing, which basically houses the carry that they're earning.
And
Despite that initial skepticism, spread related earnings is now larger than fee-related earnings for Apollo.
And last year, Apollo originated something like $200 billion of credit, $222 billion of credit.
And that's credit that they are originating, not going out and buying.
That's $220 billion of credit that Apollo is originating in-house to feed that spread-related earnings business.
To talk about where the firm is.
today in terms of this business plan.
Owns or has a role in 16 different origination platforms.
Showing 401–420 of 537 · page 21 of 27
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